Navigate in Odoo | Getting Started

Summary

In this tutorial, the host guides viewers through the ODU interface, highlighting its consistency across apps and ease of navigation. Key features include a dashboard for app management, a check-in/checkout switch, VoIP integration, chat and activity tracking, and ODU Studio for customization. The host also covers multi-company management, user profile settings, language options, and navigating through the database using shortcuts and search filters. The tutorial aims to empower users to efficiently manage tasks and data within the ODU platform.

Takeaways

• 🔧 The ODU interface is consistent across all applications, allowing for quick familiarization with its use.
• 📅 The dashboard provides access to all installed applications and modules, with a check-in/check-out switch and attendance integration.
• 📞 The VoIP feature allows for phone calls to be made from the dashboard using the phone icon.
• 💬 The chat bubble icon links to all conversations within the Discuss module.
• ⏰ The clock icon provides an overview of all activities and the applications they belong to.
• 🛠 The tool set icon indicates the installation of ODU Studio, enabling customization of app appearance and field addition.
• 🌐 The multi-company taco is available for users with multiple companies on the same database, allowing for easy switching between them.
• 👤 The user profile icon offers access to personal settings, including language, time zone, and notification preferences.
• 🔄 The language option can be customized, and new languages can be added for users with different language requirements.
• 🔍 The search bar and filters allow for efficient navigation and organization of records within the database.
• 📊 Different views, such as list, kanban, calendar, pivot table, graph, and activity views, provide various ways to visualize and interact with data.

Q & A

What is the purpose of the tutorial in the script?

The tutorial aims to guide users through the interface of ODU (Odoo), explaining its features and functionalities to help users navigate it efficiently.

What does the red dot icon in the top right corner of the ODU dashboard represent?

The red dot icon represents a check-in and check-out switch integrated with the attendance app in ODU.

How can users make phone calls within ODU?

Users can make phone calls within ODU by clicking on the phone icon, which indicates that VoIP (Voice over Internet Protocol) is installed.

What is the function of the chat bubble icon with a number next to it in ODU?

The chat bubble icon with a number links users to all of their conversations inside the Discuss module of ODU.

What does the clock icon in the dashboard provide access to?

The clock icon provides access to all of the user's activities and the apps or modules associated with each activity.

What does the wrench icon in the dashboard allow users to do?

The wrench icon, when clicked, takes users to a special option allowing them to edit the look of the app and add new fields if necessary, indicating that ODU Studio is installed.

What is the purpose of the multi-company taco icon in ODU?

The multi-company taco icon is present if a user has multiple companies using the same database, allowing them to switch between different company databases.

How can users access the user documentation page in ODU?

Users can access the user documentation page by clicking on 'documentation' in the profile dropdown menu, which opens a new tab to the od.com user documentation page.

What is the significance of the dark mode option in the profile settings of ODU?

The dark mode option changes the color scheme of the ODU interface, providing a different visual experience for users who prefer it.

How can users add a new language in their user profile settings in ODU?

Users can add a new language by going to the language field in their user profile settings, typing the desired language, selecting the appropriate option, and then clicking 'Add'.

What are the different views available for viewing records in ODU applications?

The different views available for viewing records in ODU applications include list view, kanban view, calendar view, pivot table view, graph view, and activity view.

What is the significance of the mandatory fields marked in bold in a sales order form in ODU?

The mandatory fields marked in bold must be filled in before the document can be saved; if not, ODU will prevent saving and display a warning.

What is the purpose of the smart buttons at the top of a document page in ODU?

The smart buttons at the top of a document page in ODU are related to different applications and allow users to perform actions or access related records easily.

What are breadcrumbs in the context of navigating through ODU?

Breadcrumbs in ODU are a navigational aid that keeps a record of all the steps taken through the application, allowing users to go back to previous pages easily.

What is the chatter section on each page in ODU, and what does it record?

The chatter section on each page in ODU is a history of actions and messages related to the record, providing a log of interactions for reference.

Outlines

00:00

🔧 ODU Interface Overview and Customization

This paragraph introduces the video tutorial focused on the Open Document User (ODU) interface, emphasizing its consistency across applications and the ease of navigation it offers. The speaker promises viewers will become proficient in using ODU after the tutorial. It begins with a walkthrough of the main dashboard, highlighting features like the check-in/checkout switch, VoIP phone capabilities, chat integration, and activity overview. The paragraph also touches on the ODU Studio for app customization, multi-company management, and user profile access for settings like language, time zone, and notifications.

05:02

🌐 Navigating ODU and Adding Languages

The speaker demonstrates how to navigate through ODU using the search bar and shortcut commands, which can be accessed without mouse clicks. They explain how to add a new language to the system, using French for Belgium as an example, and show the process of enabling language options for users. The paragraph also covers accessing user profile settings, account security features like password changes and two-factor authentication, and API key generation. Additionally, it mentions how to manage users and the visibility of different profile tabs based on installed modules.

10:03

📊 Viewing and Organizing Sales Data in ODU

This section delves into the sales application within ODU, detailing how to select and manage records, such as sales orders. The speaker explains the use of filters and group by options to organize data, as well as different views like list, kanban, calendar, pivot table, graph, and activity views. They also describe the functionality of smart buttons for related records and the use of breadcrumbs for navigation. The paragraph highlights the ability to save favorite filters and customize views for better data management.

15:03

⚠️ Mandatory Fields and Record Management in ODU

The final paragraph discusses the importance of mandatory fields in ODU records, using the sales order as an example. It explains the autosave feature and the manual save option, as well as the consequences of leaving mandatory fields empty. The speaker also talks about smart buttons that facilitate linking to related records and the use of breadcrumbs for tracking navigation history. They conclude by mentioning the 'chatter' section, which records the history of actions and messages related to a document, and encourage viewers to explore more tutorials for in-depth knowledge.

Keywords

💡ODU

ODU stands for Open Document Unit, which is a term used in the script to refer to a specific software interface that the video is teaching users how to navigate. It is central to the video's theme as it is the platform being explored and explained. For example, the script mentions 'navigating through o like a pro' and 'editing the look of the app' which are actions performed within the ODU interface.

💡Interface

The interface in this context refers to the graphical user interface (GUI) of the ODU software, which allows users to interact with the application. The video's theme revolves around understanding and utilizing this interface effectively. The script describes the interface as 'slightly complicated at first' but assures that it 'remains the same throughout each app'.

💡Dashboard

A dashboard in the video script refers to the main screen of the ODU software where users can view all the applications and modules they have installed. It is a key concept as it serves as the starting point for navigating the software. The script describes the dashboard as the place 'where I see all the applications, and modules that I've installed'.

💡VoIP

VoIP stands for Voice over Internet Protocol, a technology mentioned in the script that allows users to make phone calls using the ODU software. It is an example of the integrated functionalities within the ODU interface. The script states 'I can also make phone calls from here as you can tell by this little number pad', indicating the presence of VoIP.

💡Discuss Module

The Discuss Module is a feature within the ODU software that facilitates communication between users, as indicated by the 'chat bubble with a number next to us' in the script. It is part of the broader communication tools within the software, showing how users can engage in conversations.

💡Activities

Activities in the script refer to the tasks or actions associated with each app within the ODU software. They are a key part of the video's narrative as they demonstrate how users can organize and view their tasks. The script mentions 'all of my activities along with what each app each activity is inside of', highlighting their role in the software.

💡ODU Studio

ODU Studio is a feature mentioned in the script that allows users to customize the appearance of the app and add new fields if necessary. It is a significant concept as it showcases the software's flexibility and customization options. The script describes it as 'a very special option' that lets users 'edit the look of the app'.

💡Multi-company

The term 'multi-company' in the script refers to the capability of the ODU software to support multiple companies using the same database. This is an important feature for businesses with multiple branches or subsidiaries. The script uses 'multi-company taco' to illustrate how users can switch between different company databases.

💡User Profile

The user profile is a section within the ODU software that contains personal settings and preferences for individual users. It is relevant to the video's theme as it allows for personalization of the user experience. The script describes accessing a 'drop-down menu with a few of the other options' from the user profile icon.

💡Autosave

Autosave is a feature within the ODU software that automatically saves changes made by the user. It is an important aspect of the video's content as it highlights the ease of use and functionality of the software. The script mentions 'every document in ODU has an autosave feature', emphasizing its significance in the user workflow.

💡Smart Buttons

Smart Buttons in the script refer to context-sensitive buttons that appear at the top of the page within the ODU software, providing quick actions related to the current document or record. They are part of the video's exploration of the software's user interface and ease of navigation. The script describes them as 'related to the planning application' and varying 'different types of documents'.

💡Breadcrumbs

Breadcrumbs in the video script are a navigational aid that allows users to keep track of their steps within the application, enabling them to easily return to previous pages. They are a key concept in the video's demonstration of navigating the ODU software. The script uses 'breadcrumbs' to illustrate how users can 'go back to previous Pages'.

💡Chatter

Chatter is a term used in the script to describe the history of actions and messages related to a specific record within the ODU software. It is an important feature for understanding the context and communication around a document. The script mentions it as 'a history of actions and messages related to the record', indicating its role in tracking interactions.

Highlights

Introduction to navigating the ODU interface, which remains consistent across all applications.

Explanation of the main ODU dashboard, displaying installed applications and modules.

Demonstration of the check-in and checkout switch integrated with the attendance app.

VoIP feature allowing phone calls from the dashboard.

Chat bubble icon linking to conversations in the Discuss module.

Activity overview through the clock icon, showing all activities and their respective apps.

Access to ODU Studio for editing app appearance and adding new fields.

Multi-company feature for managing multiple companies within the same database.

Profile icon access to user settings, including language, time zone, and notification preferences.

Adding a new language to the system for users with different language preferences.

Shortcuts and commands feature for quick navigation through the database.

Dark mode option for users who prefer a darker color scheme.

Account security settings, including password change and two-factor authentication.

Sales application demonstration, including document selection and actions.

Search bar functionality with automatic filters and the ability to add custom filters.

Grouping records by different criteria such as salesperson or month.

Different views for records, including list view, kanban view, calendar view, pivot table view, graph view, and activity view.

Autosave feature and manual save options for documents in ODU.

Smart buttons for related documents and breadcrumbs for navigating back through the application.

Chatter section as a history of actions and messages related to a record.

Transcripts

hello doers zasu here with another

tutorial now that you've started using

ODU let's review that interface this may

seem slightly complicated at first but

it Remains the Same throughout each app

so you're going to quickly become

familiar with it I Pinky Promise well

pinky after the following demo you're

going to be navigating through o like a

prop so now chcha let's jump right into

it so here I am on my main ODU dashboard

this is where I see all the applications

and modules that I've installed in the

top right corner I can actually see I

have a few other icons now if we click

on this red dot right there you'll

notice that it's a check in and checkout

switch integrated with the attendance

app so to the right of that over here we

have this little phone looking button

when I click it basically lets me know

that I have VoIP installed or voice over

Internet Protocol right there I can also

make phone calls from here as you can

tell by this little number pad the next

icon up over here is a nice little chat

bubble with a number next to us which

links us to all of our conversations

inside of the discuss module and if we

click on this little clock icon right

there it's all of my activities along

with what each app each activity is

inside of now you'll also notice I have

this little tool set icon right there

when I click it it takes me to a very

special option over here this means that

I have ODU Studio installed and I can

click on this icon in any application to

edit the look of the app and even add

new Fields if necessary and that's super

cool right now next is a multi company

taco over here it's only present if you

have multiple companies using the same

modu database so as you saw when I

clicked this right now it allowed me to

see stealthy wood San Francisco and

stealthy wood Chicago right now you'll

see that I'm inside of our SF office but

you can also see that my Chicago branch

uses this database as well the last icon

we have over here is me it happens to be

the profile the user profile icon

selecting oo over here gets us to a drop

down menu with a few of the other

options better to click on documentation

right there a new tab opens to od.com

user documentation page which can be

very handy but right now we're not going

to go there so going on to the menu over

here we have our next option I can also

contact ODU support directly from this

menu as you can see by our support

option beneath that I have a shortcuts

option when I click on that over here

takes me over to this nice little popup

over here and I can start to type

shortcuts and commands this popup can

also be accessed by entering control k

uh command K depending on your laptop

and that type of thing throughout the

whole database basic menu can be

accessed from the dashboard by typing

forward slash as well so from this

window I can for example type a forward

slash look we start to get little

options right there

sales and ODU gives me the option to

navigate directly to it if I want to

reach product variants in a jiffy all I

have to do is type slash product and I'm

G actually just going to show that real

quick look at that right there product V

boom done bam if I select that boom

we're right there we could do this every

single time on every single menu in the

database this makes navigating through

ODU even easier now remember you can

also do this right from the home screen

without any Mouse clicks whatsoever so

if I return back over to the home screen

over here and I just start typing in the

word sales Odo magic right there I love

that all right now let's click away from

that and we're going to remove that

popup going to reopen our profile icon

up again over here and we're going to

move forward now next on the list is

dark mode which when you selected

changes the color layout of ODU the

scheme if you will but this one's only

for cool kids cool kids use uh ODU dark

mode and it can easily be toggled off

because I don't have sunglasses so I'm

not that cool right now now if we open

it up once again we're going to move

forward now I have the option called my

profile over here and when that's

clicked ODU takes me over to my ODU user

profile

page so let's go back over here and

that's where you find it I realized I

didn't have the menu up I'm sorry about

that lastly you'll find the final option

which is log out of your database but

I'm going to stay logged in so I'm not

going to log out right now so we're

staying here because from here I can

choose my own language time zone and

notification settings as well as other

things now the notification setting here

is crucial especially if you don't want

to receive email notifications from ODU

and instead handle everything inside of

the database and that case you select

the option I have now which is handle in

ODU if I also go over here to the

language field that we have over there I

see that I have it set on English us as

my option as you can imagine ODU has the

option to load many different languages

perhaps you have some users from Belgium

that only speak French for instance in

that case you can install a new language

inside of the database from right here

using this little Globe icon that we

have right there and selecting it but

we're already here so I think it's time

for us to add a new language now if I'd

like to add the language option I just

have to start typing in my case I'm

going to type in French and you'll see

we have multiple options I'm going to

select French be for Belgium you have

ODU website installed ODU will ask you

if you would like to translate any

website that you made but we don't need

to select any sites right now so in my

case I'm actually just going to select

ad just like that OD presents me with

the option to switch to French once that

this loads if I would like to as well

but in my case I'm going to keep English

right now so we don't need to deal with

that at all so we're actually just going

to close that

out now with that in place next time I

go to my user profile or settings I can

manage users and select a user I will

have French as a language option that's

pretty cool right and if you didn't hear

me go to settings you can find in

configuration and settings and then you

want to manage users and select it and

go and select French as your language

you may also see different tabs on the

my profile page for things such as

account secur security resume work

information private info and HR settings

as well by default however you will only

be able to see the preferences and

account security tabs the others appear

when the other Odo modules like

employees and so on are installed so be

sure to check out our HR tutorials for

more information on that now let's

briefly take a look at the account

security settings by clicking on the

account security tab over here so inside

of here and I'm going to go through

these the user can basically change

their password which is an option right

there they can toggle the on andof

switch for two Factor authentication

which is another option right there and

below that we also have a couple of

other options which is log out from all

devices maybe you got robbed and the

ability to create a new API key very

critical so right now though let's

navigate back to the main Odo dashboard

by selecting in the top left corner and

then let's open up the sales application

so in every application you've noticed

there's a little app icon in the top

left corner and when it's clicked it

sends you back to the main dashboard and

in the very same place if we select it

again it takes us to our previous View

right back to where we were on the very

last page so let's address the elephant

in the room that I know you're asking

what is what is this up here at the top

well this will be present in every

application that requires setup when you

first start your database these steps

are covered in the individual app

tutorials and documentation but now

let's say that I would like to select

some of my documents which are often

referred to as records in ODU if I click

on this little check boox over here to

the left of the word number in the

column header I could select all of the

documents or records on the page when I

do that a couple more options present

themselves at the top for instance and I

have the option to print when I click on

the print button right there it gives me

more options allows me to print them as

various documents I can also have some

actions that I can choose from as well

let's click on the actions button so I

can talk about that and there's quite a

lot in the accents dropdown menu I have

the option to

export which will basically export the

selected records I can even insert them

into a spreadsheet an ODU spreadsheet

can even duplicate them or delete them I

also have some sales specific actions

inside of this menu I can create an ACR

Revenue entry as well because I have the

accounting application installed I also

have the option to cancel quotations in

whole in Mass we can select multiple I

can also even Mark quotations as scent

or send a cart recovery email as well

because I have the e-commerce module

installed but right now let's deselect

all of our records over there and that's

so that I can get the search bar again

over here now if I look at my search bar

I see that I already have this automatic

filter applied so ODU only shows me my

quotations I remove this by selecting

the X over there which is how you can

remove filters I will see all the

quotations inside of my database not

just the ones assigned to me I can also

add some other filters as well by

opening the mega dropdown menu which

it's a real term right there I have some

standards here that I can choose from if

I just want to see basic quotations and

stuff like that I can group them by

other options as well maybe I want to

see quotations from last month well

that's actually not going to be a

problem to do that I'd click on the word

create date over here and select the

previous month which in our case now is

April and boom none just like that but

let's assume something else I want to

add a group ey option to my results as

well if I wanted to let's pick them

month that has some so let's go back to

Q4 NOP Q3 nope oh

2023 let's do Q three right

there all of

them we have one right there we can also

group them if we would like to by

salesperson as well and once we do that

and we move away from here would you

look at that we have Mark demo

immediately being shown and now I can

see which salesperson has had some sales

orders in the last previous time and

that's all from the search bar I can

basically see all of the sales orders

that each person has done if I click rid

of this and look at that now we can see

each one per person I also can make some

filters my default or favorites by

reopening the search up here at the top

as you can tell we can save our current

search as a favorite as well doing so

reveals some other options if you do

that as well which allows me to choose

whether or not to make this my default

filter maybe it's the one I want to see

all the time or shared as well to share

it with others I can even give this

favorite filter a new custom title so in

my case let's assume that I want to just

save whatever I have right now as

shared then we also got to give this a

name quotations by person then we hit

save just like that we have all of that

you will see that your favorite filter

is just saved and shared easily

accessible inside of the search filter

menu and it's underneath its own little

section right there and that's very cool

but we're going to go ahead and remove

it because we don't want to mess with

people we're making these things as we

go I'm going to actually reopen the

filter menu once again over here I can

also click on add custom filters as well

if I would like to and that's in the

bottom left corner over here doing so

perhaps I'd like to see BU abandoned

carts Maybe by a specific date or

anything else for that matter

fortunately ODU provides a ton of

options to choose from inside of here

but let's say that we only have our

group by sales feature you know

salesperson over here filter present

once again so let's go grouping by

salesperson once again from here we can

also view our data and Records in

different ways the default is list view

which you can see right there but we

also have the option for camand view

which I'm going to click right now and

this actually makes it look a little bit

more clear I like the camand view a lot

because we can see different columns

organized by our salespeople since we

have the salesperson filter on this is

particularly cool because we can

actually drag and drop sales orders

inside of this view for example let's

say that I would like Mark demo my

salesperson to take over one of Mitchell

admins we can just Rob Mitchel

immediately like that and drop it under

and we're done just like that and if I

would like to we can do something else

well let's open that one

up and if we select on the other info

tab over here look at that Mark is right

there as a salesperson for this one just

in case you didn't see that right there

we're going back over to our quotations

stealing another one over there and now

it doesn't say Mitchell it says Mark

let's go back over to our quotations CU

I want to show you some other stuff so

we also have the option for a calendar

view over here which is basically oo is

going to show you all the sales orders

that were created on various dates we

can access the various records from here

as well simply by clicking on an actual

sales order if we wanted to our case

we'd have to go pretty far back I think

which is fine it happens we also have a

pivot table View over here now ODU shows

us a pivot chart of our data you can

even open this measures drop down option

over here to change and add different

measure types as well if needed we can

just basically just add these as you go

just make it bigger bigger is better

then finally oh well not finally we have

another option which is the graph View

and when we select it we can also change

the graph types here too by clicking on

the icons such as a line chart or my

favorite which happens to be a pie chart

over here and the line chart you can

even actually change the way that

certain things are displayed you can

have a descending ascending and other

options like that you can also even

insert this chart into an ODU

spreadsheet by clicking on the insert in

spreadsheet button right there and the

very last one we have is activity view

over here when we click on the activity

clock icon ODU shows us our scheduled

activities on different documents I can

see the column headers themselves are

the different activity types email call

and everything and the roow headers

themselves happen to ALS so be the sales

order numbers the red activity blocks

are overdue and I'm seeing a lot of red

and the green ones are due in the future

each block has the activity due date on

it I can view and edit the information

by clicking on an activity for example

let's click on a random one like this

one inside of here you'll notice that I

can see what the activity is and even

schedule additional activities in case I

need more red in my life we do that by

just clicking on schedule an activity

filling out this popup over here and

super convenient as you can tell but

right now we're actually going to select

cancel don't need to do that right now

so after you do that I think it's time

for us to go back over to our camand

view over here and open up a random one

of these sales orders and something I

want to point out here is that I have

some fields in the top portion of this

form which are in bold namely we have

invoice address and delivery address

Fields now that means that these fields

must be filled in or you won't be able

to save the document so like let's see

what happens if I try to delete this

delivery address one that we have right

there and then let's assume I try to go

back to the quotations page and let ODU

auto save oh look at that it doesn't let

me ODU is saying I'm unable to save and

I have this warning that popped up and

even a red marker on that area it's

telling me that I need to fix this

that's why I need to make sure the

mandatory fields are filled in before

moving on so let's add the same customer

back over to the delivery address again

perfect right there

it should be noted and now I can

actually save watch see we're good it

should be noted that every document in

ODU has an autosave feature but there's

also a save manually button that you

just saw me use up at the top you can

use them whenever things change in all

of our documents we also have some smart

buttons at the top of the page as you

can see right here the sales order

itself for instance has some smart

buttons related to the planning

application different types of documents

have different types of smart buttons it

just depends on what the other apps are

installed and what records are meant to

be linked together for example on the

customer contact page which we can

access by clicking directly on the name

that we have right here pretty neat

right there nice little Jose ignasio

shortcut I have more smart buttons

available up at the top quite a lot of

them each of these are records in my

database that are related to this

customer so for example I could see all

of their sales opportunities if I'm

interested actually by clicking the Sal

smart button right there I can see Deco

adct sales right there as a fullon list

related to them or I can use what we

call I've been saying this a lot

breadcrumbs in the top left here which

I've mentioned previously because they

allow me to go back to previous Pages

for example I could return back to the

customer form just by selecting the name

again right there and we're back over

here breadcrumbs keep a record of all

the steps that we've taken through the

application you're going to see me say

things like Wonderbread pumper nickel

this is what it means for instance I can

actually see that I started inside of

quotations made myself made myself go

into the sales order and then from the

sales order we went into Deco addicts

contact card over here and that's how

this all works I can always see every

single movement from the breadcrumb so

be sure to keep that in mind as you

navigate through odor they're super

useful okay right now let's go back to

the sales order via the breadcrumbs

which is Wonderbread so we're going to

select sales order right there I want to

point out one more thing before we part

ways on each page you'll see this

section which is referred to over here

as the chatter the chatter is a history

of actions and messages related to the

record be sure to check out our other

tutorials which are going to give you a

whole lot more information on that as it

often comes in handy for a number of

different reasons all righty if you stay

this fulltime with me I love you and

appreciate you because this concludes

our brief overview of how to properly

cruise through ODU you're doing great

and now that you know the ins and outs

of how to navigate through ODU super

awesome and intuitive interface I think

it's time for us to part ways because

that's all for this video thank you for

watching my name is hose ignasio and

we'll be seeing each other more in the

future remember to check out our

documentation and more videos